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Disclosery

CVA Family Office, LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CVA Family Office, LLC on SCHX, newest first. How the timeline and the estimate are built.

CVA Family Office, LLC held 498,019 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 498,019 shares
    Change vs previous 13F -13,873 shares

    1.33% of the 13F portfolio, value $14,656,713.

    13F-HR 0001802084-26-000003 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 511,892 shares
    Change vs previous 13F +5,169 shares

    1.38% of the 13F portfolio, value $13,124,900.

    13F-HR 0001802084-26-000002 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 506,723 shares
    Change vs previous 13F -218 shares

    1.57% of the 13F portfolio, value $13,635,916.

    13F-HR 0001802084-26-000001 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 506,941 shares
    Change vs previous 13F +12,390 shares

    1.72% of the 13F portfolio, value $13,352,832.

    13F-HR 0001802084-25-000007 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 494,551 shares
    Change vs previous 13F +31,621 shares

    1.7% of the 13F portfolio, value $12,086,816.

    13F-HR 0001802084-25-000004 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 462,930 shares
    Change vs previous 13F -4,905 shares

    1.57% of the 13F portfolio, value $10,221,486.

    13F-HR 0001802084-25-000003 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 467,835 shares
    Change vs previous 13F +326,300 shares

    1.72% of the 13F portfolio, value $10,844,409.

    13F-HR 0001802084-25-000001 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 141,535 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $9,603,152.

    13F-HR 0001802084-24-000005 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).